Managing Tasks
Create, edit, prioritize, and track tasks. Tasks can originate from AI extraction or be created manually.
Task Sources
Tasks in ScenIQ come from two sources:
- AI-extracted — Automatically created when a meeting recording is processed. These include evidence spans linking back to the transcript.
- Manual — Created by you directly from the Tasks page.
Both types support the same full set of features once created.
Creating a Task
1
Navigate to Tasks
Click Tasks in the sidebar to open the tasks page.
2
Click "New Task"
The task creation modal will appear with fields for all task properties.
3
Fill in the details
The following fields are available:
- Title (required) — A concise summary of what needs to be done.
- Description — Additional context or acceptance criteria.
- Priority — Low, Medium, High, or Critical.
- Status — To Do, Active, or Done.
- Due date — Optional deadline with date and time.
- Assigner — Who requested this task.
4
Save
Click "Create" to save. The task appears immediately in your list and graph.
Task Statuses
| Status | Description |
|---|---|
| To Do | Not yet started. The default status for new tasks. |
| Active | Work is in progress. |
| Done | Task is complete. |
| Cancelled | Task is no longer needed. |
| Blocked | Derived status. A task is blocked when it depends on one or more incomplete tasks. Resolves automatically when all dependencies are done. |
Priority Levels
| Priority | When to Use |
|---|---|
| Low | Nice-to-have items with no time pressure. |
| Medium | Standard work items with reasonable deadlines. |
| High | Important tasks that should be prioritized. |
| Critical | Urgent blockers that need immediate attention. |
List View
The default view shows tasks in a filterable, sortable table. You can:
- Filter by status — All, Pending, Blocked, Active, or Done.
- Search — Find tasks by title or assigner.
- Sort — By Priority, Due Date, or Created Date.
- Paginate — 10 tasks per page with navigation controls.
Switch to Graph View
Toggle between List and Graph view using the view switcher at the top of the page. The Graph View shows task dependencies as an interactive network diagram.
Editing a Task
Click any task to open its detail page. From there you can:
- Change the status via the dropdown in the header.
- Edit the title, description, and due date inline.
- Manage dependencies (what this task depends on and what it blocks).
- Delete the task with the delete button.
Task Statistics
The Tasks page includes a statistics panel with three visualizations:
- Status distribution — Interactive pie chart of task statuses. Click a segment to filter.
- Priority breakdown — Bar chart showing task counts per priority level.
- Task insights — Key metrics including completion rate, number of tasks with dependencies, and average dependencies per task.